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Straight from the Source
Insights from the PLANSPONSOR Retirement Plan Adviser and Adviser Team of the Year finalists.
Pershing Adds Four Providers to Nexus Funds Solution
Pershing Limited, an affiliate of Pershing LLC and a subsidiary of The Bank of New York Mellon Corporation, announced the addition of four new mutual fund providers to...
IMHO: The Letter of the Law
An early “win″ for plan sponsors (perhaps more accurately, a win for a plan sponsor) was Hecker v. Deere&Co.
IMHO: The Letter of the Law
An early “win″ for plan sponsors (perhaps more accurately, a win for a plan sponsor) was Hecker v. Deere&Co.
Seligman Slashes Plan Fees
Seligman is discounting retirement plan takeover fees for Seligman Growth 401(k) plans, the company announced.
MassMutual Launches Web Site to Recruit New Agents
Massachusetts Mutual Life Insurance Co. (MassMutual) has unveiled a new Web site that introduces career changers, industry veterans, and college graduates to a career with MassMutual via testimony...
Fiduciaries May Have Disclosure Mandate Not Specified in Law
Federal regulators have contended that fiduciaries may still be legally required to disclose plan fees such as revenue sharing even if such a mandate is not explicit in...
SEI Opens Resource Center for Advisers
SEI has launched the SEI Advisor Resource Center (ARC), a Web-based marketing system for the SEI Advisor Network's more than 6,500 independent adviser clients.
DWS Scudder Launches Tool to Monitor Plan Effectiveness
DWS Scudder has launched a proprietary analytical tool to assist plan sponsors and financial advisers in evaluating a defined contribution plan’s competitiveness and help address fiduciary responsibilities.
Sponsors Lack Confidence About Plan Fees
Plan sponsors may say they are comfortable with fee disclosure efforts as they exist now, but a new study asserts that many of them are racked with under-the-surface...
New Firm Enters Individual 401(k) Market
A new firm that focuses on the entrepreneurial company’s need for impartial advice on retirement planning has entered the market.
Scott to Lead Arizona Charge for 401(k) Advisors
401(k)Advisors, with $32 billion in collective assets under advisement through its Producer Services Unit, has appointed John L. Scott to the newly created position of Managing Director for...
When Considering Target-Date Funds, Evaluate Design and Impact
A new research paper suggests those considering the addition of target-date funds to a retirement plan need to consider the funds’ glide path and whether the offerings should...
Bear Stearns Launches Actively Managed ETF
Bear Stearns Asset Management (BSAM) announced the launch of the first actively managed exchange-traded fund (ETF).
Dow Jones Creates 130/30 Investment Strategy Indexes
Dow Jones Indexes and Transparent Value LLC have launched the Dow Jones Required Business Performance (RBP) Index series, with indexes that measure the likelihood that a company can...
American Century Announces New Head of Institutional Business
American Century Investments announced Joseph P. Craven has joined the firm as senior vice president of its institutional business.
Increasing Health Care Costs Preventing Retirement
A new study from the Center for Retirement Research (CRR) at Boston College indicates that one result of increasing health care costs is workers deciding to delay retirement.
403(b) Plan Documents Available From ftwilliam.com
Plan document provider ftwilliam.com has released two new 403(b) plan documents, updated with the 2007 final regulations.